Quote post: @KobeissiLetter on the VIX rebound (from 16.61 yesterday to ~25.8, up more than 50%)

$DDOG daily pick: buy a starter after the 15% drop on a flat Q4 guide, add $166 to $189

$DDOG: I'm buying a starter in @datadoghq after a 15% drop on a flat fourth quarter guide. Live at 12:14pm ET ($188.40): 5.5% under the 200-day 37% off the Oct 12 high Q3 revenue $1.20B, up 35% from a year ago Q4 guide $1.19B to $1.20B, about flat with Q3

$APP deep dive: worst S&P name of 2026 crushed earnings. I think it's a buy on dips to $280-$300

$APP was the worst big stock of 2026 then crushed earnings and jumped about 25%. I think it's a buy on pullbacks into the $280 to $300 zone because the Axon transition just proved itself and at ~19x earnings you still pay less than Meta for much faster growth.

Volcker Shock & the 1980s Bull — 20% Rates to 3.75%-4.00%

In June 1981, the Federal Reserve pushed the Fed Funds rate to 20% to break inflation running at 14.8%, the most aggressive tightening cycle in Fed…

In June 1981, the Federal Reserve pushed the Fed Funds rate to 20% to break inflation running at 14.8%, the most aggressive tightening cycle in Fed history. The market absorbed the full cost of it. The S&P 500 bottomed at 102.42 on August…

Afternoon update

$LITE fell 16.57% and Marvell 10.68% this afternoon as investor skepticism grew over Marvell's $115B all-stock acquisition of Lumentum. • Lumentum…

$LITE fell 16.57% and Marvell 10.68% this afternoon as investor skepticism grew over Marvell's $115B all-stock acquisition of Lumentum. Lumentum closed at $701.43 ($62.9B market cap). The deal, valued at $115B by enterprise value, gives Marvell shareholders 67% of the combined…